Mgo Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Mgo Private Wealth, LLC

$138 Million
Q4 2024

A detailed history of Mgo Private Wealth, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 67,635 shares of VTEB stock, worth $3.41 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares

67,635

Previous 66,401 1.86%

Holding current value

$3.41 Million

Previous $3.39 Million 0.12%

% of portfolio

2.46%

Previous 2.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$49.79 - $51.14 $61,440 - $63,106	1,234 Added 1.86%	67,635 $3.39 Million
Q3 2024 Nov 08, 2024	SELL	$49.93 - $51.15 $12,782 - $13,094	-256 Reduced 0.38%	66,401 $3.39 Million
Q2 2024 Aug 02, 2024	BUY	$49.55 - $50.44 $1.16 Million - $1.18 Million	23,336 Added 53.87%	66,657 $3.34 Million
Q1 2024 Apr 18, 2024	BUY	$50.36 - $51.06 $444,578 - $450,757	8,828 Added 25.59%	43,321 $2.19 Million
Q4 2023 Feb 05, 2024	BUY	$47.36 - $51.14 $427,518 - $461,640	9,027 Added 35.45%	34,493 $1.76 Million
Q3 2023 Nov 01, 2023	BUY	$48.03 - $50.5 $417,572 - $439,047	8,694 Added 51.84%	25,466 $1.22 Million
Q2 2023 Jul 13, 2023	BUY	$49.5 - $51.06 $830,214 - $856,378	16,772 New	16,772 $842,000

Others Institutions Holding VTEB

# of Institutions

1,294

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Mgo Private Wealth, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History